Company lists · Data refreshed September 2026

Top 25 Goal based wealth management platforms based in Canada

Name: Goal based wealth management platforms based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 567 companies tracked

RevenueBase identified 567 goal based wealth management platforms headquartered in Canada as of September 2026 and tracks 7,695 professional contacts across them, including 2,375 with verified work emails. Toronto is the largest hub.

This list covers goal based wealth management platforms headquartered in Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

567Companies

7,695Contacts tracked

2,375Verified emails

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The 25 largest goal based wealth management platforms based in Canada

Ranked by team size

Top 25 of 567 goal based wealth management platforms based in Canada, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to goal based wealth management platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Canaccord Genuity Wealth Management Canada	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1,001-5,000	407 contacts →
	Strong evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
2	Harbourfront Wealth Management	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 28, 2026	201-500	265 contacts →
	Strong evidence “Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
3	Croesus	Strong evidence	Laval, QC, CanadaHQ checked Sep 28, 2026	201-500	238 contacts →
	Strong evidence “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Source: RevenueBase Database · checked Sep 28, 2026
4	Conquest Planning	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 28, 2026	51-200	180 contacts →
	Indirect evidence “Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Source: RevenueBase Database · checked Sep 28, 2026
5	Univeris	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	140 contacts →
	Strong evidence “Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
6	Q Wealth Partners	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	201-500	134 contacts →
	Partial evidence “Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Source: RevenueBase Database · checked Sep 28, 2026
7	Newport Private Wealth	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	96 contacts →
	Strong evidence “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Source: RevenueBase Database · checked Sep 28, 2026
8	Owens Macfadyen Group	Strong evidence	Toronto, CanadaHQ checked Sep 28, 2026	51-200	94 contacts →
	Strong evidence “Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market.” Source: RevenueBase Database · checked Sep 28, 2026
9	D1g1t	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	91 contacts →
	Strong evidence “d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Source: RevenueBase Database · checked Sep 28, 2026
10	Onevest	Strong evidence	Toronto, CanadaHQ checked Sep 28, 2026	51-200	87 contacts →
	Strong evidence “OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Source: RevenueBase Database · checked Sep 28, 2026
11	Tricert	Indirect evidence	Waterloo, ON, CanadaHQ checked Sep 28, 2026	51-200	52 contacts →
	Indirect evidence “TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Source: RevenueBase Database · checked Sep 28, 2026
12	Mako Financial Technologies	Partial evidence	Montreal, QC, CanadaHQ checked Sep 28, 2026	51-200	51 contacts →
	Partial evidence “Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.” Source: RevenueBase Database · checked Sep 28, 2026
13	Advisor Solutions By Purpose	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	51 contacts →
	Strong evidence “Where independent wealth management firms are created.” Source: RevenueBase Database · checked Sep 28, 2026
14	Canfin Wealth Management	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	48 contacts →
	Strong evidence “The members of Canfin Financial Group have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and…” Source: RevenueBase Database · checked Sep 28, 2026
15	Thrive Wealth Management	Indirect evidence	Saskatoon, SK, CanadaHQ checked Sep 28, 2026	51-200	43 contacts →
	Indirect evidence “Credit Union Owned At Thrive our team wakes up every day focused on helping to improve our client's financial security.” Source: RevenueBase Database · checked Sep 28, 2026
16	Bellwether Investment Management	Partial evidence	Oakville, ON, CanadaHQ checked Sep 28, 2026	51-200	42 contacts →
	Partial evidence “Bellwether Investment Management Inc.” Source: RevenueBase Database · checked Sep 28, 2026
17	KJH Investors At Harbourfront Wealth Management	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	38 contacts →
	Strong evidence “KJH Investors at Harbourfront Wealth Management is a discretionary wealth management team providing sophisticated investment management and strategic advice to high-net-worth…” Source: RevenueBase Database · checked Sep 28, 2026
18	The Wealthco. Group Of Companies	Strong evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	11-50	38 contacts →
	Strong evidence “The WealthCo Group of Companies provides an integrated suite of wealth management products and services to entrepreneurial Canadian CPA firms.” Source: RevenueBase Database · checked Sep 28, 2026
19	Alitis Investment Counsel	Indirect evidence	Campbell River, BC, CanadaHQ checked Sep 28, 2026	11-50	36 contacts →
	Indirect evidence “Alitis Investment Counsel Inc.” Source: RevenueBase Database · checked Sep 28, 2026
20	Groupe Financier Stratège INC	Indirect evidence	Québec, QC, CanadaHQ checked Sep 28, 2026	11-50	36 contacts →
	Indirect evidence “Groupe Financier Stratège, c’est l’expertise d’une équipe complémentaire qui partage une vision commune : contribuer à bâtir la richesse de ses clients, tant sur le plan…” Source: RevenueBase Database · checked Sep 28, 2026
21	Lawton Partners Wealth Management	Strong evidence	Winnipeg, MB, CanadaHQ checked Sep 28, 2026	51-200	32 contacts →
	Strong evidence “Lawton Partners is a wealth management firm located in Winnipeg, MB.” Source: RevenueBase Database · checked Sep 28, 2026
22	Giverny Capital INC	Strong evidence	Montréal, QC, CanadaHQ checked Sep 28, 2026	11-50	27 contacts →
	Strong evidence “Giverny Capital is a portfolio management firm offering private wealth management services.” Source: RevenueBase Database · checked Sep 28, 2026
23	Pathfinder Asset Management Limited	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 28, 2026	11-50	26 contacts →
	Partial evidence “Pathfinder Asset Management Limited was formed in 2010 and is the evolution of a family office that began in 1985.” Source: RevenueBase Database · checked Sep 28, 2026
24	Qube Investment Management INC	Partial evidence	Edmonton, AB, CanadaHQ checked Sep 28, 2026	11-50	25 contacts →
	Partial evidence “Qube Investment Management Inc.(QIM) is a registered portfolio management firm (Alberta & British Columbia) offering a combination of value and sustainable investment…” Source: RevenueBase Database · checked Sep 28, 2026
25	Ticoon Technology	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	24 contacts →
	Strong evidence “The Ticoon Wealth Management Solution is a cloud-based platform that enables financial advisors, investment firms, insurance companies, banks and credit unions to create a…” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: goal based wealth management platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names goal based wealth management platforms.
Partial evidence: Its own public description names part of goal based wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name goal based wealth management platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 567 goal based wealth management platforms based in Canada

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Goal based wealth management platforms based in Canada at a glance

As of Sep 28, 2026

30.9%Verified-email coverage

13.6Average contacts per company

1-10Median size (employees)

17.8%Largest-city concentration · Toronto

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

408

11-50

117

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 567 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among goal based wealth management platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Canada whose own description of what they do matches “goal based wealth management platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names goal based wealth management platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among goal based wealth management platforms, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 2,375 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Goal based wealth management platforms by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names goal based wealth management platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many goal based wealth management platforms are there based in Canada?

RevenueBase identified 567 goal based wealth management platforms headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Canaccord Genuity Wealth Management Canada, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most goal based wealth management platforms?

Toronto leads with 101 headquartered companies, followed by Calgary (49) and Vancouver (48).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 2,375 verified decision-maker contacts tracked across these 567 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.